Jobber install and cleanup
Paying for Jobber is not the same as using it
Jobber is a solid platform. Most teams never get full value because setup, standards, and closeout break down. A messy file looks busy and still cannot tell you hours, margin, or who to invoice.
Messy
What a messy Jobber looks like
- Quotes go out with no duration and no man hours
- Duplicate jobs sitting in Requires Invoicing
- Invoices that do not match money already in QuickBooks
- Jobs named three different ways, so you cannot find last month’s work
- Review reminders never sent
- Status you cannot trust — so you still run the week from your phone
Set up right
What we install
- Hours in the labor line Quantity before Send or Convert
- Duration in the notes until visits are dated
- Duplicate work closed against the job that billed — never a $0 invoice
- Request form and Google Book button pointed at the same place
- Whoever lives in Jobber has a one-page checklist and two recordings
How we set it up
Hours, duration, closeout — then train whoever lives in it
- 01Map how work actually moves: request → quote → job → invoice → review.
- 02Put hours and duration on every quote before Send.
- 03Write the closeout rule so duplicates never generate a fake invoice.
- 04Connect the request form and the Google Book button.
- 05Train whoever will live in it. Leave a one-page checklist.